Unclaimed Profile

John David Dovich

JOHN D. DOVICH & ASSOCIATES, LLC·CINCINNATI, Ohio

SIE, Series 6, Series 63ChFCClean record26 years registeredJOHN D. DOVICH & ASSOCIATES, LLC

625 EDEN PARK DRIVE, CINCINNATI, OH 45202CRD# 2232507Firm CRD# 120458

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Dovich · CINCINNATI, OH

Registration

CRD #2232507 · JOHN D. DOVICH & ASSOCIATES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jul 2019 – present

JOHN D. DOVICH & ASSOCIATES, LLC

Jan 2000 – Jul 2019

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · January 1, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHN D. DOVICH & ASSOCIATES, LLC

CRD 120458 · SEC 801-62184

AUM

$546M

Regulatory assets under management

Employees

2,116 client accounts

Services offered by JOHN D. DOVICH & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does John David Dovich offer?

John David Dovich specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are John David Dovich's credentials?

John David Dovich holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John David Dovich located?

John David Dovich is based in CINCINNATI, Ohio, working with JOHN D. DOVICH & ASSOCIATES, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does John David Dovich charge for services?

John David Dovich's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHN D. DOVICH & ASSOCIATES, LLC?

JOHN D. DOVICH & ASSOCIATES, LLC has approximately 13 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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